Entries by CEI Team Mktg

Client Experience Institute – CX Readiness Assessment

As firms spend greater time thinking about the entire client life cycle, we wanted to share a quick ten question assessment to gauge your readiness to address the end-to-end client experience journey. This area of emphasis is a key differentiator for all firms who are exploring value creation enhancements to their overall go-to-market strategy.

CEI to Present at Two Prominent National Conferences

Co-founders Judy Bodenhamer and Marc Rosen will be presenting to a national audience of firms affiliated with Allinial Global and Leading Edge Alliance during the months of May and June. The topics being shared with the attendees include: How to create an end-to-end client experience Succession Planning relating to both partners and core accounts Adopting […]